Sosnoff / Ratigan - Truth or Skepticism from tastytrade

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Tom Sosnoff and Dylan Ratigan reunite for a weekly podcast, ranting on everything from sports and investing to politics and monetary policy.

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    • Jan 12, 2022 LATEST EPISODE
    • weekly NEW EPISODES
    • 43m AVG DURATION
    • 102 EPISODES

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    Latest episodes from Sosnoff / Ratigan - Truth or Skepticism from tastytrade

    I Don't Even Count That As Money

    Play Episode Listen Later Jan 12, 2022 43:47

    You have multiple different markets when it comes to investing: equites, real estate, sports betting, etc. Where is the best place and how do you size appropriately for those different markets? Also, should college athletes be paid? If so, how much? If not, why not? On this week's podcast, Tom and Dylan cover all this and more.

    Fraud Is Something You Can't Protect Against

    Play Episode Listen Later Jan 5, 2022 38:54

    Any startup investor must acknowledge the potential loss of their full investment. It's the nature of the beast. And when they do lose their money, they simply go on to the next investment. It's a numbers game. But when the reason for an investment not working are a result of fraud, there's systemic damage done to the whole entrepreneurial world. Tune in this week to hear Tom and Dylan on this week's episode.

    Is Bitcoin Mispriced?

    Play Episode Listen Later Dec 29, 2021 40:31

    Is decentralized finance the future? In the last episode of the year, Tom Sosnoff and Dylan Ratigan weigh in on their past predictions for 2021 and then shift gears to what's next. While Dylan is confident that Bitcoin is on its way to $150,000, Tom is of the belief that bitcoin is mispriced and that a pullback to $20,000 is in store. Still, find out why Tom loves the digital asset space, why he plans to invest aggressively in the years to come, and why 2021 was such a transformative year for finance and markets.

    The 2022 Version of a Meme Stock

    Play Episode Listen Later Dec 22, 2021 36:32

    Was 2021 extraordinary? What would make 2022 more exciting for traders and, more broadly, humankind? Tom Sosnoff and Dylan Ratigan share their thoughts around teleportation, the "new" version of meme stocks, and why they want to see a bigger appetite for risk in business, finance, and beyond. 

    Yield Farming and the Risk of Drought

    Play Episode Listen Later Dec 15, 2021 39:15

    Yield farming is the process of lending out crypto for a fee. Firms around the world are engaging in this process by paying long holders of crypto high interest rates in exchange for borrowing and then lending out that same crypto. It's a delicate system where all must go right or everything goes wrong. What kind of risk might that mean for markets? On this week's episode, Tom and Dylan cover this as well as the record high number of stock buybacks taking place. 

    Get Back to Work

    Play Episode Listen Later Dec 8, 2021 43:01

    Is going back to the office a good thing or bad? There are those who argue being home has unleashed a freedom on time and improved quality of life. At the same time, businesses that thrive on collaboration have been stalled for nearly two years. On this week's episode, Tom and Dylan discuss returning to work, its implication for business, and Beijing dropping bombs on cellphones.

    Do Organizations or Players Win Championships?

    Play Episode Listen Later Dec 1, 2021 36:42

    Even as Michael Jordan led the Bulls to the most glorious NBA Championship reign in history, Jerry Krause spouted: “Organizations win championships—not players.” But looking at say, Tesla, a company whose valuation boggles the mind when compared to any other car company, you might ask “what would Tesla be worth without Musk?” Maybe the only way to get outsized returns is with the extreme behavior of one outspoken but visionary leader...

    Nothing Matters Until It Does

    Play Episode Listen Later Nov 17, 2021 41:17

    2021 is winding down. Worries about who would win the 2020 election and its impact on the market seem a distant memory. The pandemic didn't deter the bull. Inflation risk? Please. The truth is, nothing that we think matters actually matters where markets are concerned. Opinions are fun but rarely reliable for trading. Tom and Dylan discuss this and more.

    Functional Liquidity and Alpha

    Play Episode Listen Later Nov 10, 2021 39:24

    Fundamental investing can lead to very modest, low volatility returns. Does anyone in 2021 want modest low volatility returns? Judging by the demand for crypto assets, SPACs and IPOs, the answer is, no. Alpha investing has replaced fundamental investing and we're willing to accept the volatility that comes with that. Tune to hear Tom and Dylan discuss this and more.

    Accountability

    Play Episode Listen Later Nov 3, 2021 33:25

    Markets need accountability. Whether that's equity markets or bond markets, it makes no difference. CEOs need to know what they say publicly matters and they're on the hook for it. Carbon footprints could be treated similarly. Loans can be structured to incentivize or penalize based on emission targets. But until we get serious about enforcement, nothing is going to change. Dylan and Tom discuss this and more on this week's episode. 

    Monetizing Emotion

    Play Episode Listen Later Oct 27, 2021 37:33

    The IRS is asking for banking information on accounts over $10,000 as a way to track down on tax avoidance. The problem is, people with $10,000 are not setting up tax havens. That's an issue for the 1%. Facebook is monetizing your most visceral reactions to content by manipulating your privacy. What does all this mean for privacy? Check out this week's episode to hear Tom and Dylan cover this and more.

    The Re-emergence of Labor

    Play Episode Listen Later Oct 20, 2021 35:08

    Income inequality and the fall of organized labor go hand-in-hand. The last 40 years have seen a growth in income disparity and fall in the power of organized labor. Supply chain shortages are shifting the balance of power back toward labor. This might be good for reducing income inequality but will it have a longer term fundamental impact on economic growth rates? On this week's podcast, Tom and Dylan discuss the reemergence of labor and the need to see them as an asset, not a cost.

    The Gruden Standard

    Play Episode Listen Later Oct 14, 2021 35:14

    What is the statute of limitations on offensive comments? Clearly, there are degrees of offense and some things should absolutely not be tolerated. We hold NFL coaches like Jon Gruden to a standard. But what about when people run for President? What about corporate CEOs who said something offensive in college? We selectively apply reach-back justice. How do you create a standard that's fair so everyone is held accountable? Tom and Dylan discuss this and more.

    Does Size Matter?

    Play Episode Listen Later Oct 6, 2021 37:06

    Is Facebook the problem or are we? Mark Zuckerberg created a platform that delivers communication in an instant. Is it the fault of his creation that distortion has found its way into the platform and sowing discord? Or is it our fault and we just need a convenient scapegoat? The users actively contributed to their growth and now many of those same users are calling for Facebook's breakup. Tom and Dylan discuss on this week's episode.

    Houston, Do We Have a China?

    Play Episode Listen Later Sep 22, 2021 45:38

    The second largest economy in the world belongs to China. For years their real estate and tech sectors have been growing exponentially. In just the last several months, the authoritarian hand came down on both sectors. If you're long U.S. equities, is China the canary in a coal mine telling you to take some profits? Or has the Fed locked itself into a problem with its quantitative easing programs that will keep stocks perpetually moving higher? Tune in and hear what Tom and Dylan have to say.

    Listen to the Market

    Play Episode Listen Later Sep 15, 2021 45:08

    If you just watch TV and read newspapers, you'd think the country is imploding. But the market is at all-time highs. Innovation continues in areas like crypto assets. Maybe we're a little too worked up and the market is trying to tell us to chill a bit. On this week's episode, Tom and Dylan discuss crypto regulation, politics and the state of the market.

    Like It Was Yesterday

    Play Episode Listen Later Sep 8, 2021 47:48

    No one will forget the events of 9/11 or where they were that day. Most of us watched on TV as the events unfolded. But for some, it was their job to report what was happening as it happened. On this week's episode, Dylan talks about being a broadcast journalist in New York at the time of the attack. Tom talks about the fear that traveled to Chicago and brought financial markets to a stop in the process. You don't want to miss this week's episode.

    Have You Ever Seen Anything Like This?

    Play Episode Listen Later Sep 1, 2021 45:53

    The best way to become relevant is to say something outrageous. Case in point, John Paulson's prediction that crypto will be worthless. Is he right? Who knows. Did it get people talking about him again? Absolutely. Crypto pundits either insist crypto's potential is either unlimited or it's worthless. It's a binary play leading to rags or riches. Forget the fact we have no idea what role crypto will ultimately play. The game is more fun when you're making binary predictions. Tom and Dylan discuss this and more on this week's episode.

    Two Types of Disruption

    Play Episode Listen Later Aug 25, 2021 46:04

    What do you call a ball player you sign on for a fortune, puts more people in the stadium seats at higher prices but doesn't perform better than the player they replaced? Fans might call it a bust. Team owners might see it as a success. Some companies change industries, improve customer experience and generate returns for investors. Other companies fundamentally change an industry, generate returns for investors but worsen the customer experience. Does that make them a disruptor or a detriment? Tom and Dylan discuss this and more on this week's podcast. 

    Everyone's a Genius Until it Doesn't Work

    Play Episode Listen Later Aug 18, 2021 47:17

    The CME's proposed purchase of the CBOE will be scrutinized not just by regulators, but investors as well. However, when CEOs like Elon Musk decide to invest retained earnings in crypto assets, there's no one stopping them. Maybe it makes sense to diversify from the U.S. dollar with excess reserves. But there's risk in that which could backfire. Dylan and Tom discuss this and more on this week's episode. 

    Accountability and the Concentration of Power

    Play Episode Listen Later Aug 11, 2021 50:47

    If Elon Musk had done what Andrew Cuomo did, he probably would have been gone immediately. CEOs are simply held to higher standards. Does that need to change? Do we concentrate too much power in too few people whether it's politically or in terms of capital? Are the risks in equity markets the same as the risks in crypto markets? All this and more on this week's podcast with Tom and Dylan.

    The Hood

    Play Episode Listen Later Aug 4, 2021 43:07

    Robinhood's IPO is a defining moment in retail trading. It's a tacit acknowledgement of their success. Simplicity and confetti covered screens work. Still, there are going to be unintended consequences. Whether it's traders getting in over their head or the lack of a complete strategic product offering, at some point Robinhood will face a challenge. How they handle that challenge or challenges might be what cements their legacy or ends their run. Tune in to hear Tom and Dylan discuss this and more.

    Denialism Ain't Just a River

    Play Episode Listen Later Jul 28, 2021 43:06

    Continual denial of what is actually happening is a recipe for disaster. Denying Covid and the need for vaccines has proven disastrous in ending the pandemic. Denying the power of free markets and destroying publicly listed Chinese stocks destroyed China's potential to become the financial capital of the world. Denying that our political pay structure discourages the best and brightest from getting into public service has ruined our politic.

    Risk Through the Wrong Lens

    Play Episode Listen Later Jul 21, 2021 44:55

    The concept of "risk" is very misunderstood and wrongly priced, according to Tom Sosnoff and Dylan Ratigan. In this episode of Truth or Skepticism, Tom and Dylan dissect risk from a trading perspective as well as risk from an entrepreneurial, innovation standpoint. Find out how the sensationalization of meme stocks is making new retail traders (wrongly) feel like a 10% return isn't good enough and get Tom's take on how to find a reasonable way to set expectations around risk-taking when it comes to trading and investing.

    Shoot for the Moon

    Play Episode Listen Later Jul 14, 2021 43:13

    Perception skews how we view success. If you cheat or game the system to get ahead, the way you're perceived is going to be dictated by the team you're on. If you're liked, you can get away with quite a bit. If you're disliked, forget it. This week Dylan and Tom discuss exploiting rules, who can get away with it and who can't. Also this week, a discussion on risk and seduction.

    Cancel Culture

    Play Episode Listen Later Jul 7, 2021 45:03

    What creates corporate culture and does it matter? Does being in the office truly matter for a company to succeed? Tom has some strong feelings on the culture topic. Also on tap this week, what's going on with China and what is driving their decision making with respect to listing companies on U.S. markets? Tune in and hear what Tom and Dylan have to say on this and more.

    It's the Climate, Stupid

    Play Episode Listen Later Jun 30, 2021 46:15

    There is no denying the threat climate change poses. On a humanitarian and economic level, the effect of climate change is becoming more profound. How do we fix that? On this week's episode, Tom and Dylan discuss climate, retail traders importance to the market and more.

    Full Circle on Crypto

    Play Episode Listen Later Jun 23, 2021 40:51

    No one knows what will happen the crypto space. What we do know is, there's a lot of potential. Potential as a revenue generator. Potential as a speculative asset. Potential as a strategic asset. Any attempt by a government to stop or slow the momentum in crypto is shortsighted. There's a revolution taking place that's in its infancy. But it's gaining traction and believers. Tom and Dylan cover this and more, on this week's podcast.

    Meme Skew vs. VIX

    Play Episode Listen Later Jun 16, 2021 38:34

    Current market volatility is telling us there's no need to worry. VIX is at its lowest level of the year. But outlier risk as measured by Skew, is at an all-time high. What accounts for this mixed messaging? Tune in to this week's episode as Tom and Dylan cover this question, the Fed meeting outcome and more.

    Digital Footprints

    Play Episode Listen Later Jun 9, 2021 42:52

    Protecting digital privacy is an obvious necessity. While the use of that data can be used to influence you or me, the network from which that data is aggregated spreads beyond just your browsing history. It includes that of your friends. The people you work with. On this week's podcast, Tom and Dylan discuss the challenge of protecting digital footprints in an ever more connected world.

    Gamestop, AMC and the Hive of Volatility Seekers

    Play Episode Listen Later Jun 2, 2021 43:51

    There’s a rotation taking place in markets, but it’s not the rotation you’re used to. Instead of the risk on/risk off type rotation, it’s a rotation into volatility and speculation. FAANG stocks are  yesterday’s news. Today, it’s all about finding volatility and taking that speculative risk be it in crypto, GME or AMC. It’s a defining moment in markets. Tune in as Tom and Dylan discuss this and more.

    Markets, Monopolies and Memes

    Play Episode Listen Later May 26, 2021 46:27

    Despite the largest ever notional value of short S&P 500, Tom believes markets remain overextended. The best play? Short premium with a hedge. Apple and Epic Games are in an epic battle that will likely set legal precedent for what a monopoly is. And meme stocks are back! Not because they’re your father’s solid fundamental investment, but because risk appetite remains high. All this and more on this week’s episode.

    When is a Currency a Currency?

    Play Episode Listen Later May 19, 2021 44:34

    For better or worse, crypto is here to stay. Whether or not its future is that of a currency, speculative asset or some hybrid remains to be seen. As it stands now, you can’t simply call it a currency but you also can’t deny its potential to modernize finance. Tune in to hear Tom and Dylan discuss on this week’s episode.

    More Runway

    Play Episode Listen Later May 12, 2021 43:41

    Innovation is what happens when risk takers are given a little leash. There’s volatility risk attached to that leash, but if investors are more comfortable taking risk, there’s more potential for greater innovation. Today’s investors aren’t your Charlie Munger balance sheet scrutinizers. They’re young, fearless and willing to embrace risk for a potential payoff. Tom and Dylan dissect this new financial paradigm of risk taking.

    Who Makes the Call?

    Play Episode Listen Later May 5, 2021 45:40

    Is Facebook a utility? And if so, does it need utility-type regulations? Today's announcement by Facebook's overnight board was a classic kick-the-can-down-the-road move. There's a decision that needs to be made about how to handle social media's influence. The question is, who's going to make that call? Tom and Dylan discuss take on a question with no good answer.

    What Monopoly?

    Play Episode Listen Later Apr 28, 2021 44:23

    There was a time when monopolies were a legitimate threat. There are those who today see Facebook and Amazon as monopolies. If you’re going to break them up then Dylan thinks it needs to be done in a way benefitting user. However, Tom doesn’t think monopolies exist anymore given the speed of technology combined with the market’s natural ability to disrupt itself. 

    Seize the Moment

    Play Episode Listen Later Apr 21, 2021 44:32

    Speculative success, whether it was in cryptocurrencies, meme stocks or SPACs created the momentum bringing in a new generation of market participants. Whether or not they’ll stick around once the bubble bursts is this week’s focus of discussion. One the one hand, Tom doesn’t care how people got invited to the party, they’re here now so let’s engage them. On the other hand, Dylan worries the bait used to lure people in might be the same reason they leave the party.

    Carping the Market

    Play Episode Listen Later Apr 14, 2021 46:36

    Coinbase went public today with a valuation of nearly $100B. However, all you can do with Coinbase is buy crypto for a fee. Eventually, that fee will come down as all fees eventually become commoditized. Once that happens, it becomes harder to justify a $100B valuation. It’s really a matter of time before the big players carp the market and squeeze margins. Tune in to this week’s podcast as Tom and Dylan discuss Coinbase, Binance, tokenized trading and where they see all of this headed.

    Abuse of Power is the Problem, Not Unions or Taxes

    Play Episode Listen Later Apr 7, 2021 46:55

    The tax system is broken and needs fixing. It’s not because we need taxes to pay for infrastructure. It’s because the playing fields globally and domestically needs leveling. By design or not, we’ve adopted Modern Monetary Theory to pay for programs. There’s no need to raise income taxes for that. But we do need fair taxes to attract capital and sustain markets. Don’t punish the workers for making money. Along those same lines, we need unions representing the needs of human capital at the table. Tom and Dylan cover all this and the amazing rebound in markets just a year removed from the onset of the pandemic.

    Archeghost Leverage

    Play Episode Listen Later Mar 31, 2021 45:04

    On this week’s podcast, Dylan sees the risk of ghost leverage as a potential threat to U.S. markets. Tom is less concerned because the products which led to the blow up of Archegos aren’t allowed in the U.S. But in the highly connected world of finance, is there really such a thing as regionally-limited risk? Tune in this week as Tom and Dylan discuss, debate and explain these unseen risks.

    Out of the Ashes

    Play Episode Listen Later Mar 24, 2021 45:59

    In March of 2020 we worried the world was ending. Make no mistake, the last twelve months have been horrific at a humanitarian level. But if you’re only connection to the last year was through markets, you would have no idea just how bad it’s been. More people are engaged than ever before. SPACs and NFTs are asset classes which didn’t really exist a year ago. Crypto has also seen a massive bull run. 2020 will go down as one of the worst years in human history. Meanwhile, markets managed to find some solace in the most unlikely of times.

    Speculation is the Driver

    Play Episode Listen Later Mar 17, 2021 44:57

    Economically and financially, things look really good. It’s stimulus day for most people. Equities are rallying. Yield curves are signaling a strengthening economy. Is it a new era or reason for worry? No one’s talking about the inevitability of higher taxes or irresponsible speculation that’s also taking place. Tom and Dylan tackle all that and more this week.

    Skew the Fed. Skew NFTs. Skew it all.

    Play Episode Listen Later Mar 10, 2021 50:08

    How do you know when you've drifted into a world of extremism? When everything costs either an insane amount of money or nothing. When politics are binary. When something called a non-fungible token is worth six figures. Those are pretty good signs. This week, Tom and Dylan discuss extremes, skew, the Fed, NFTs and even a little Harry, Meghan and Oprah.

    Buy the Rumor, Sell the News

    Play Episode Listen Later Mar 3, 2021 47:32

    What will a post pandemic world look like? No one is really sure, other than some new normal that has to be better than the last twelve months. With light at the end of the tunnel, why are stocks looking weak and interest rates rising? It’s buy the rumor sell the news, pandemic version. Warning signs are abundant with SPAC valuations, fringe stocks making crazy runs while overall markets lost their chutzpah. This week, Tom and Dylan discuss the next phase of the pandemic.

    SPACs or IPOs? Both screw Joe Blow

    Play Episode Listen Later Feb 24, 2021 2:16

    It doesn't seem to matter the financing method, retail investors never get to play with the big boys. SPACs are great for raising capital but are they great investments for retail investors? Has Tesla forgotten what made Tesla an experience and not just a car? Does Coinbase play too large a role in crypto currency? Check out this week's Truth or Skepticism.

    Ken Griffin and the Bullseye

    Play Episode Listen Later Feb 17, 2021 46:52

    When House hearings commence this week, expect Ken Griffin to be targeted by politicians. Why? Because when you're the richest guy in Illinois and no one really understands what you do in finance, you become low hanging fruit for vilification. Tom and Dylan cover this, crypto and SPAC-mania this week.

    Lost in the Weed

    Play Episode Listen Later Feb 10, 2021 45:44

    Gordon Gekko encouraged a generation that greed is good. But who would have thought it'd be Cheech and Chong responsible for creating new market participants? From pot stocks to crypto, a new generation of investors is engaged. Tom and Dylan discuss this, the volcano some are unknowingly dancing on and what the fallout after the eruption might look like. 

    Educate Yourself Before You Regulate Yourself

    Play Episode Listen Later Feb 3, 2021 48:36

    Even in the most polarized times, nothing crosses the political divide like low hanging fruit. And there’s no perceived lower hanging fruit in the world of trading than payment for order flow and short selling. Arguably the most misunderstood aspects of finance. Listen in as Tom explains to Dylan why payment for order flow has improved market efficiency and how short selling keeps a market honest. 

    Gamestop Won't Stop

    Play Episode Listen Later Jan 27, 2021 49:23

    Who's driving the bus? Dylan and Tom debate the role of retail traders in stocks like GME. Are small investors in charge or is it still institutional money? No matter who is actually driving the bus, one thing is clear, the proliferation of small investors are making their voices heard.

    Mo-mentum, Mo-Money, Mo-ral Hazard

    Play Episode Listen Later Jan 20, 2021 45:17

    Dylan Ratigan and Tom Sosnoff discuss the consequences of nefarious actions and an unlimited desire for more money. Whether it's media chasing viewers, corporate bailouts or equity prices, more money just seems to lead to more moral ambivalence.

    You Never Go Full Banana

    Play Episode Listen Later Jan 13, 2021 47:07

    Is there reason to be optimistic that we reached a tipping point? Tom seems to think so, but Dylan explains why he’s wrong. Generating conflict is big business for Facebook. The threat of censorship by private media companies is growing and markets are being driven by SPAC mania. Tune in and hear Tom and Dylan discuss a wide range of topics this week.

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